Tag Archives | interest

As an investor you have an almost limitless choice of where to place your money and what degree of risk to accept. There's little doubt that modern technology has made it easier than ever to dabble in stocks and shares but despite this, investing in physical gold remains as popular as ever. The boom in […]

European Central Banks offer no new support to the economies.- they leave it to the Governments to find a solution. The BoE and ECB left interest rates unchanged and both, against some investors' expectations, did not increase QE (BoE) or allow lower quality collateral to be used in Repo operations (ECB). In the ECB's President's […]

It is becoming difficult to trade on fundamentals at the moment. The markets are dominated by sentiment which in itself is being driven by political noise. Firstly, the US Treasury market back up in yields has not been driven by a rise in inflation expectations as would have been expected. In fact forward inflation expectations […]

Friday's announcement that on January 30th, 278 European Banks have chosen to repay €137.2bln in funds that they borrowed from the ECB in the first of the LTROs, spooked the European interest rate markets. Why I am not so sure. There are little risk free assets you can buy above the rate, 0.75%, at which […]

And the risk markets are always hoping for Central Banks to intervene and to bail them out. This continues to look like a pyramid scheme. The latest optimism comes today from a Chinese press report suggesting that the Chinese will cut the Reserve Requirement Ratio in the coming weeks, ahead of most analysts expectations. It […]

"The commodity price boom is over and anyone with half a brain knows that." so said Martin Ferguson, Australia's Resources minister this morning. After the release of the last FOMC meeting minutes showed that the FOMC closely discussed all its options for providing more monetary stimulus. Most members, although not all, stated that they believed […]